Connect Connecteam and Zoho CRM to power AI-driven automation

Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.

Creates a new shift in a scheduler

Creates a timesheet row for user

Creates a note for a specified user.

Send a message to a specific team or channel within Connecteam's chat app, with the sender field set as a custom publisher. Ensure at least one custom publisher is defined in your account before proceeding.

Update a form submission.

Update an existing shift.

Retrieves a form (if exists) by its name. The form includes details such as all associated questions and manager fields.

Finds a job by name or job ID.

Finds a form submission

Finds a task label by its name under a specified task board. In case of two labels with the same title, it will return the first one.

Triggers instantaneously when any entry is created in the specified module.

Add attachment to the selected Module entry

Convert an existing lead to contact and account

Update existing entry in the selected module

Create or update module entries

Finds an entry in a module

Create module entry if entry does not exist

Archive a single user in the system. Please note that you can only archive users who have the 'user' user type.

Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.

Create a new task under a specified board. Currently, only 'one-time' task is supported.

Creates a new user in Connecteam

Deletes a single shift by Shift ID

Send a private message (DM) to a specified user within Connecteam's chat app, with the sender field set as a custom publisher. Ensure at least one custom publisher is defined in your account. If a conversation between the custom publisher and the selected user already exists, it will send the message to the same conversation, if not, it will create a new conversation.

Update or add performance data values for a specific user on a given date. If a value already exists for that date, it will be replaced with the new value. If no value exists, the new value will be added.

Updates the time off balance of a user

Finds a form submission by its from submission id.

Finds a shift within a specified date range. If multiple shifts match the filters, only the most recently updated one will be returned.

Finds a sub-job by its name. Please note that in the case of two sub-jobs with the same title but under different parent jobs, it will retrieve only the first one matched.

Finds a user in Connecteam by user id, full name, email address or phone number.

Triggers instantaneously when any entry is created or updated in the specified module.

Triggers instantaneously when a module entry is updated

Add new tag to existing module entries

Creates a new entry in a module

Relates an entry in this module with an entry in another module

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds multiple entries in a module (with line item support)